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Security National Bank of So Dak’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Security National Bank of So Dak’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$342K Buy
+8,288
New +$347K 0.16% 99

Other funds holding DFIP

Matson Money Inc
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Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Security National Bank of So Dak's DFIP Position: Q2 2026 in Review

Security National Bank of So Dak opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2026: 8,288 shares worth $342K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings.

169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Security National Bank of So Dak held 8,288 shares of Dimensional Inflation-Protected Securities ETF worth $342K as of Q2 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Security National Bank of So Dak position in Q2 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.16% of Security National Bank of So Dak's portfolio in Q2 2026, its #99 holding.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

Based on Security National Bank of So Dak's 13F filing for Q2 2026, filed 18 Sep 2026.